Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,171 | $78,423-80.7% | $95,964-84.2% | $79,856-81.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 7.73% | 19.37%-11.6pp | 91.64%-83.9pp | 31.71%-24.0pp |
| Employer contribution / active EE | $1,923 | $1,945-1.1% | $2,541-24.3% | $2,471-22.2% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4 | $5,622-99.9% | $6,797-99.9% | $5,306-99.9% |